This post explains why the ownership structure of an insurance company doesn't matter and what factors really matter.
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Two policies from the same company can have a different IRR due to policy design. The cash value to premium ratio is much more important.
The goal of this post is to show you a few simple Rules of Thumb that can be used to calculate the amount of savings necessary to generate a target income in retirement. I want to show you how the 4%-Rule and the 8% -Rule can be used to back into a savings requirement.
The goal of this post is to show how a life insurance policy can generate two to three times the income from the same amount in other forms of savings.
The goal of this post is to show you how you can achieve an Infinite Rate of Return when you invest in Real Estate using a Maximum Over-funded Life Insurance Policy.
Maximum over-funded life insurance is the best way to save your emergency fund because it maximizes returns while minimizing risk and maintaining liquidity.
Are you disappointed right now because the caps on Indexed Universal Life Insurance Policies are so low? In this post I'll explain why the caps are low right now and show you why you really shouldn't be too disappointed. Even if you are disappointed because dividend rates are low right now, you'll find value in this article.
The goal of this article is to help you understand that because the cash value is part of the Death Benefit, Accelerated Living Benefit riders have limited value in a maximum over-funded policy after the Death Benefit is reduced.
Which is better? Investing in Real Estate by leveraging the cash value of life insurance or investing in real estate inside of an IRA?
This post discusses the recent tax law changes to Section 7702. The goal is to make you aware of the recent changes to the law and how these changes may potentially benefit the owners of Maximum Over-funded Life Insurance policies.
